Estate planning seminar – Surrey

Wednesday 3 October 2018 at 11:00am - 2:00pm

Surrey

Estate planning seminar – Surrey

Wednesday 3 October 2018 at 11:00am - 2:00pm

Surrey

Estate planning can help to ensure you don’t leave more assets to the taxman than to your beneficiaries. It involves taking steps to reduce your Inheritance Tax bill while leaving more to the next generation to give their finances a jump-start. You can learn a lot about estate planning and what it entails at our upcoming seminar at Mercedez-Benz World. After the talk, you can immerse yourself in any car lover’s heaven and enjoy the vehicles at their best, or just simply enjoy the A-Class venue!

The seminar will be kicked into gear by financial planner Paul Heslop who will present alongside Tilney’s estate planning technical specialist, Ian Dyall. We would love for you to join us at the stylish location on 3 October at 11am.

At the seminar:

Develop your understanding of Inheritance Tax and estate planning

Find out about the importance of defining your goals and developing a plan

Learn about Tilney’s approach to Inheritance Tax planning

Hear how pensions can be used to pass on your wealth

Join in a lively Q&A session

Have lunch while chatting to our team and other guests

Speakers

Paul Heslop

Financial Planner

Ian Dyall

Estate planning technical specialist

When

Wednesday 3 October 2018 at 11:00am - 2:00pm

Where

Mercedes-Benz World, Brooklands Drive, Weybridge KT13 0SL

Location

ApiKey:

Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority, however, the products used to mitigate tax may be regulated.

The value of your investment can go down as well as up, and you can get back less than you originally invested.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Bestinvest, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.